Broker Check

Discover Keys to Enhance Your Social Security Benefits

Attend our invitation only event: 

One of the most confusing but important elements of retirement planning is understanding how Social Security works and making sure you're getting every penny you're entitled to. With legislative changes to Social Security in recent years, now is the time to get the facts about your benefit options. Social Security is the foundational piece of any retirement whether you're married, widowed or divorced.

Join Doug Ray, MBA, ChFC, RICP, and Brice Payne, Registered Investment Representative, of the Wealth Guardians; along with Hamilton Morales, who holds the National Social Security Advisor designation for this informative and educational event. Making the best decision about when to apply for your Social Security is complex and can make a substantial difference in your income and standard of living in retirement. Learn how one uninformed decision could potentially impact your retirement income by tens of thousands of dollars over your lifetime. 

Tuesday, March 12th or Thursday, March 14th @ 6:30pm

in the auditorium of the Historic Broyhill
3540 Clemmons Road, Clemmons, NC 27012

Topics to be Discussed Include: 

 - Social Security facts to know

- How Medicare and Social Security Work together and affect your bottom line

- Taxation of Social Security

- How Working in Retirement could impact your Benefit

- How Spousal and Survivor benefits work and YES, there is a difference

- Timing Options for Your Benefit

You’re encouraged to invite family and friends who may benefit from this
informational evening or would like to know more about our firm.

Register by phone today by calling (336) 391-3409
or register online by clicking on this link:

Download Our Newest Report